We’re seeking a detail-oriented and client-focused Surplus Lines Coordinator to join our Implementation team. Reporting to the Implementation Team Lead, this remote role is responsible for providing direct client support related to license updates, state credential coordination, portal configuration, and entity transitions as they apply to tax filing services. Success in this role requires strong critical thinking, organizational discipline, and a commitment to delivering a seamless client experience while ensuring accuracy within InsCipher’s tax filing systems.
Key Responsibilities
- Coordinate and process client license updates, including terminations, producer or entity additions, default changes, and legal entity transitions
- Assess how licensing changes impact state reporting requirements and ensure InsCipher’s proprietary tax filing portal is updated accurately
- Guide clients through entity transitions and related system adjustments within the InsCipher Connect tax filing portal
- Assist Filing Services clients and internal teams in obtaining state login credentials for newly licensed individuals, entities, or newly launched state portals
- Conduct client outreach to collect required state information and provide guidance on state requirement changes
- Update client profiles in response to system releases, including e-filing updates and portal enhancements
- Maintain accurate documentation, collateral, and SOPs to support organized project tracking and process continuity
- Utilize CRM tools (Intercom) to respond to client inquiries and track communication history
- Develop and maintain a strong working knowledge of InsCipher portal functions and workflow logic
- Work independently, demonstrate initiative, and collaborate cross-functionally with Filing, Implementation, and Support teams
- Support onboarding and mentorship of future Surplus Lines Coordinators
- Required to perform other duties as requested, directed, or assigned
Requirements and Qualifications
- Bachelor's degree in Accounting, Business Administration, Finance or related field, or equivalent experience required
- 1+ years of experience in the insurance or surplus lines industry
- 2+ years of direct customer service experience
- Strong organizational skills and attention to detail
- Demonstrated ability to manage multiple tasks and priorities effectively
- Proficiency in Microsoft Office Suite
- Strong written and verbal communication skills
- Working knowledge of project management fundamentals
Perks
- Health, dental, and vision plans
- Amazing work-life balance with 4 weeks of Paid Time Off
- 10 Paid Company Holidays with 2 floating holidays
- 401K Programs with employer match
- Personal assistant programs for support in a healthy personal and work life
Why InsCipher?
At InsCipher, you'll join a team of disruptors, innovators, and forward-thinkers. We're not just changing the game; we're creating a new one. We offer a dynamic, inclusive work environment where your ideas are valued, and your contributions lead to real change. With us, you'll have the opportunity to:
- Work on cutting-edge projects that are reshaping an industry
- Collaborate with a team of passionate, like-minded professionals
- Enjoy a culture that values flexibility, innovation, and personal growth
Compensation Range: $54k/yr - $60k/yr
We are proud to be an equal-opportunity employer. We are committed to providing equal opportunities to all qualified applicants, regardless of race, color, religion, sex, national origin, disability, or any other legally protected characteristics.
If you need accommodation, please let us know during the interview process.